Chris Sargent
Co-FounderChristopher Sargent is Co-Founder with the Sargent Investment Group. He began his career at Auchincloss, Parker and Redpath in 1966 and remained with the firm through its successors — Thomson McKinnon, Prudential Securities, Wachovia Securities and Wells Fargo Advisors. Chris has achieved prominence during his 50-plus years in the industry for his consistent dedication and loyalty in caring for his clients. Chris was named one of the Top 100 Financial Advisors in the nation by Barron’s Magazine in 2006 and 2007, and made the Top 1000 list in 2009, 2010, 2011, 2012, 2013, and the Top 1,200 list in 2014, 2015, 2016, 2017, 2018. He has also ranked as a “Top 400” financial advisor by the Financial Times in 2013 and was inducted to Research Magazine’s 2008 Advisor Hall of Fame, which recognizes excellence in the financial industry as well as philanthropic involvement. *Please see disclosures related to the awards listed at the end of this bio.
Chris is a sixth generation Washingtonian. He holds a bachelor’s degree from Williams College in Williamstown, Massachusetts. After graduation, Chris spent three years in the United States Navy as a line officer in charge of communications and combat information operations. He is a past board member of the Protestant Episcopal Cathedral Foundation, St. Alban’s School, Beauvoir School, the College of Preachers, The Family Support Group, The Children’s Hearing and Speech Center, The House of Mercy and the Easter Seals Society. In addition, Chris chaired the investment committee of the Washington National Cathedral for many years and has served on the investment committees of numerous local charities as well as serving as past President of several social organizations. Chris resides in Potomac, MD and has two children and five grandchildren.
* Barron’s Top Advisors
Advisors who wish to be ranked in Barron’s will complete a survey about their practice. The review is based on assets under management, revenue generated by advisors for their firm, and the quality of the advisors’ practices. Investment performance is not an explicit criterion because performance is often a function of each client’s appetite for risk. In evaluating advisors, they examine regulatory records, internal company documents, and 100-plus points of data provided by the advisors. There is no fee to participate. Additional details regarding the criteria and process utilized in formulating these rankings can be found by at http://www.barrons-conferences.com/advisor-rankings.html
Financial Times Top 400 Financial Advisors
The Financial Times 400 Top Registered Investment Advisers list is independently produced by Financial Times who contacts the largest US brokerages to obtain data on their largest advisors. The FT 400 is based on data gathered from the Brokerage firms, regulatory disclosures, and FT’s research. The listing reflects each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award is not a competitive ranking, does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. There is no fee to participate.
Research Magazine’s 2008 Advisor Hall of Fame
Research Magazine (part of the Think Advisor publications – thinkadvisor.com) inducts Advisor Hall of Fame honorees who pass their screening process, have served a minimum of 15-20 years in the industry, have acquired substantial assets under management, have demonstrated superior client service and have earned recognition from their peers and the broader community for the honor they reflect on their profession. There is no fee associated with securing this honor.
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